# The Society Of Certified Insurance Counselors 401(k) Plan
Source: https://planprovider.pro/companies/society-of-certified-insurance-counselors-401k-plan

> The Society Of Certified Insurance Counselors's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Society Of Certified Insurance Counselors

- **Sponsor EIN:** 741785679

- **Sponsor Address:** 3630 NORTH HILLS DR., AUSTIN, TX, 78731

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|86|$14.3M|$221,927|$541,714|

| 2023|88|$13.0M|$234,438|$503,053|

| 2022|87|$11.3M|$204,570|$445,268|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CALHOUN, THOMSON, MATZA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$25,351|—|$25,351|—|—|

| 2023|$10,593|—|$10,593|—|—|

| 2022|$14,752|—|$14,752|—|—|

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